PLCNX Mutual Fund

PLCNX Mutual Fund

NAV$10.04
See how much of PLCNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.60%
3 Months
-0.44%
6 Months
-0.20%
YTD
+0.47%
1 Year
+2.06%
3 Years (annualized)
+5.30%
5 Years (annualized)
+1.82%
10 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PLCNX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.47%
Peer Avg (YTD)
+2.15%
vs Peers
-1.68%

PLCNX Mutual Fund Performance

PLCNX performance across multiple time periods: 1-month 0.60%, YTD 0.47%, 1-year 2.06%, 3-year 5.30%, 5-year 1.82%, 10-year 3.44%.

PLCNX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.69%, investors should weigh costs against performance when evaluating this mutual fund.

PLCNX vs another fund shows side-by-side returns. PLCNX alternatives are available in the Mutual Fund Screener.